Institutional Fund
Seldon Capital LP
San Francisco, CACIK 18677315 filings on record
Portfolio Value
$272.00M
Q1 2026
Holdings
65
Reported positions
New Buys
6
Opened this quarter
QoQ Change
-5.8%
from $288.85M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Bentley Sys Inc10.2%
- Celestica Inc7.3%
- Talen Energy Corp6.5%
- Sociedad Quimica Y Minera De5.6%
- Vanguard Index Fds5.2%
- Lithium Argentina AG4.6%
- Other60.5%
Portfolio Holdings
65 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Bentley Sys Inc | 793.4K | $27.86M | 10.2% | +793.4K | New |
| 2 | Celestica Inc | 70.8K | $19.94M | 7.3% | −22.9K | Reduced |
| 3 | Talen Energy Corp | 55.8K | $17.81M | 6.5% | −15.1K | Reduced |
| 4 | Sociedad Quimica Y Minera De | 189.8K | $15.36M | 5.6% | −30.8K | Reduced |
| 5 | Vanguard Index Fds | 43.8K | $14.05M | 5.2% | 0 | Held |
| 6 | Lithium Argentina AG | 1.86M | $12.42M | 4.6% | −290.2K | Reduced |
| 7 | Eqt Corp | 176.5K | $11.24M | 4.1% | +54.3K | Added |
| 8 | Vanguard World Fd | 47.6K | $10.69M | 3.9% | 0 | Held |
| 9 | Vanguard Intl Equity Index F | 75.5K | $10.45M | 3.8% | −137.6K | Reduced |
| 10 | Intel Corp | 226.1K | $9.98M | 3.7% | 0 | Held |
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